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What are you buying on this dip?
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Mr_Jimbo
Posted: 12 March 2025 16:00:48(UTC)
#5

Joined: 10/05/2021(UTC)
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ANDREW FOSTER;337345 wrote:


"Never catch a falling knife"

We are only six weeks into the mayhem, with new problems almost daily. Four years ahead yet.

So Im buying MMF's, Fixed Income and Corporate Hiigh Yield Bonds.

Equities? Nope.. (though I did re-buy Taiwan a few days back)



No-one will ring a bell at the bottom.

Instead i think it's more sensible to drip feed at times like this...today i swapped several % from a MMF to VWRP. I intend to repeat over coming days/weeks
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10 users thanked Mr_Jimbo for this post.
Sheerman on 12/03/2025(UTC), NPH on 12/03/2025(UTC), Newbie on 12/03/2025(UTC), dlp6666 on 12/03/2025(UTC), ANDREW FOSTER on 12/03/2025(UTC), Frank Spencer on 12/03/2025(UTC), Cm258 on 12/03/2025(UTC), Jesse M on 12/03/2025(UTC), Special Kloud on 12/03/2025(UTC), mcminvest on 13/03/2025(UTC)
Tug Boat
Posted: 12 March 2025 17:43:08(UTC)
#17

Joined: 16/12/2014(UTC)
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Sold lots recently. BUT, two bond ETFs cathode ray tube CRT, leaving me awash with cash.

Staying with cash for a bit, may go MMF, may buy back into BUT.

Alternatively, may just piss it up at the bar in The Albert.
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5 users thanked Tug Boat for this post.
NPH on 12/03/2025(UTC), ANDREW FOSTER on 12/03/2025(UTC), Guest on 12/03/2025(UTC), Guest on 13/03/2025(UTC), Paul Whitnall on 13/03/2025(UTC)
ben ski
Posted: 12 March 2025 18:34:19(UTC)
#18

Joined: 15/01/2016(UTC)
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Lots of predictably AWFUL advice in here, from people who aren't traders and should know better by now.

Just maintain the same sensible allocations you had before. If a 10% correction's causing this level of lunacy, just imagine what 50%'s going to do. You're meant to be here to learn how to manage a portfolio and not run from greed to panic like a bunch of perturbed gibbons.
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12 users thanked ben ski for this post.
Guest on 12/03/2025(UTC), Rocky_W on 12/03/2025(UTC), InvestmentIdiot on 12/03/2025(UTC), Mel Shapiro on 12/03/2025(UTC), Al W on 12/03/2025(UTC), Johan De Silva on 12/03/2025(UTC), Robin B on 12/03/2025(UTC), Jesse M on 12/03/2025(UTC), Guest on 13/03/2025(UTC), Shaun Fletcher on 13/03/2025(UTC), D T on 13/03/2025(UTC), MSB on 13/03/2025(UTC)
Tug Boat
Posted: 12 March 2025 19:04:37(UTC)
#19

Joined: 16/12/2014(UTC)
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Can’t see any advice here. Can see opinions and people saying what they have done or asking questions.

Can see one person trying to look superior as usual.
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1 user thanked Tug Boat for this post.
Jay P on 12/03/2025(UTC)
John Bleke
Posted: 12 March 2025 20:29:26(UTC)
#20

Joined: 06/03/2023(UTC)
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I've been selling out of LGGG for a few months which is now down to 30% of my portfolio.Recently sold out of JGGI and yesterday, Fundsmith Equity. So I have 50% MMF at the moment. In no hurry, 4.5% a year yield isn't so bad in a volatile market but I'll drip feed this into div payers as I'm nearing retirement. Growth is for the younger people!
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ANDREW FOSTER on 12/03/2025(UTC)
Johan De Silva
Posted: 12 March 2025 21:12:38(UTC)
#21

Joined: 22/07/2019(UTC)
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I have never been so excited! I had taken the opportunity to diversify my 40% allocation to technology in the SIPP selling HGT and reducing ATT and non tech PSH...

Higher the validity the better...

US stocks:
APO
KKR

UK stocks (all under forward P/E of 18 with growth) :
CKN (had a mini crash so I bought)
MGNS (Had a mini crash and I bought a bit too early)
GAMA (Expensive but off high and is due for a FTSE250 listing)
PFD (Declined a bit so I added)
ALPH (Ouch! biggest single I owned fell -9% but I added)
STOXX European Bank Index - A real value play on European banks on low multiples. Leverage it up using 3BAL.

Trusts:
CHRY (Added more, 40% discount)
Looking to buy stock I have sold in PSH.
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Sheerman on 13/03/2025(UTC)
ANDREW FOSTER
Posted: 12 March 2025 21:53:43(UTC)
#6

Joined: 23/07/2019(UTC)
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Mr_Jimbo;337365 wrote:
ANDREW FOSTER;337345 wrote:


"Never catch a falling knife"

We are only six weeks into the mayhem, with new problems almost daily. Four years ahead yet.

So Im buying MMF's, Fixed Income and Corporate Hiigh Yield Bonds.

Equities? Nope.. (though I did re-buy Taiwan a few days back)



No-one will ring a bell at the bottom.

Instead i think it's more sensible to drip feed at times like this...today i swapped several % from a MMF to VWRP. I intend to repeat over coming days/weeks


I don't see the bottom for a while yet.

Unless U.S. policy does a sharp about face, we have a whole inflation spike and likely recession to work through yet.

There are many potential signals to watch for but they will affect different parts of the world differently.
Amongst many 'calls to action' might be...

A wind back in the tariff wars (Globally)
The first Fed Rate cut after an incoming inflation spike. (for the US)
A credible peace deal in Ukraine (for Europe)
A US-UK trade deal (for UK)
...and quite a few other things.

Plenty of things to be preparing for.
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3 users thanked ANDREW FOSTER for this post.
Jay P on 12/03/2025(UTC), Dexi on 13/03/2025(UTC), Sheerman on 13/03/2025(UTC)
Thrugelmir
Posted: 12 March 2025 22:57:58(UTC)
#7

Joined: 01/06/2012(UTC)
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ANDREW FOSTER;337399 wrote:

A US-UK trade deal (for UK)



Not on Trump's list of priorities. As the US has a trade surplus.

He's on the warpath for Eire though. Which the US has a trade defict of some $50 billion with. Probably ranks 4th after China, Mexico and Canada respectively.
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2 users thanked Thrugelmir for this post.
ANDREW FOSTER on 12/03/2025(UTC), Jay P on 13/03/2025(UTC)
Robin B
Posted: 13 March 2025 00:48:46(UTC)
#8

Joined: 01/04/2024(UTC)
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Thrugelmir;337402 wrote:


He's on the warpath for Eire though.


I think that is funny. Partly because I've lost count of the number of times they've been so arrogant and ungrateful towards this country. Not so easy now Shamrock Joe isn't in the Oval Office and the EU is on its arse. Burnt bridges with many over here as well. Looks like the Donald isn't taken in by them. Right again!
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1 user thanked Robin B for this post.
Guest on 13/03/2025(UTC)
Ian Eccles
Posted: 13 March 2025 07:09:50(UTC)
#24

Joined: 04/07/2021(UTC)
Posts: 1,081
I am a Space X groupie, topped up Alphabet and Scottish Mortgage, will keep topping up on the drop.
Can only hope Donald ups his tariffs and an opportunity to invest in cheaper stock.
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